FMP

Financial Management Professionals Portfolio holdings

AUM $961M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
992
New
Increased
Reduced
Closed

Top Buys

1
+$58.2M
2
+$18.1M
3
+$11.9M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$11.6M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$5.91M

Top Sells

1
+$64.4M
2
+$19.3M
3
+$11.6M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$11M
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$7.31M

Sector Composition

1 Financials 2.75%
2 Technology 2.18%
3 Consumer Discretionary 1.12%
4 Healthcare 1.09%
5 Energy 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$2K ﹤0.01%
48
+10
652
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17
653
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+12
654
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10
655
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+5
656
$2K ﹤0.01%
+80
657
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+8
658
$2K ﹤0.01%
+15
659
$2K ﹤0.01%
267
660
$2K ﹤0.01%
+100
661
$2K ﹤0.01%
+24
662
$2K ﹤0.01%
15
663
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+17
664
$2K ﹤0.01%
73
665
$2K ﹤0.01%
+5
666
$2K ﹤0.01%
54
667
$2K ﹤0.01%
23
+8
668
$2K ﹤0.01%
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669
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28
670
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+5
671
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+10
672
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62
673
$2K ﹤0.01%
+8
674
$2K ﹤0.01%
70
675
$2K ﹤0.01%
40
25 26
27
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